IA

Investor AB Portfolio holdings

AUM $5.23B
1-Year Est. Return 48.32%
This Quarter Est. Return
1 Year Est. Return
+48.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.1B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$547K
2 +$232K

Sector Composition

1 Financials 99.05%
2 Healthcare 0.38%
3 Energy 0.07%
4 Industrials 0.02%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.08B 99.05%
58,182,426
2
$8.78M 0.42%
1,755
3
$8.06M 0.38%
1,794,228
4
$1.55M 0.07%
63,500
5
$1.17M 0.06%
75,000
6
$389K 0.02%
2,245
7
-80,000
8
-23,000